Introduction

uKnowva HRMS offers a powerful and interactive dashboard engine that allows users to visualize key business metrics through customizable graphs, charts, and statistical menus.

Over time, as business needs evolve, users may need to update the information presented in these stats or reuse a particular graph’s configuration with minor adjustments.

The system makes this easy through intuitive edit, duplicate, and export options, helping HR teams and administrators maintain dashboards that stay relevant and insightful.

In this article, we will walk you through the process of editing and duplicating stats menus and graphs, and exporting visual data for broader usage.

Step 1: Editing the Stats Menu in uKnowva HRMS

To begin the editing process, navigate to the dashboard section. If you are unsure how to access the dashboard section, you can revisit this guide: Accessing, Viewing, and Filtering Dashboards in uKnowva HRMS.

To edit the statistics on your dashboard, hover your mouse over any of the existing stats menus. When you do this, two icons will appear: a pen icon for editing and a clipboard icon for duplicating.

Click on the pen icon to open the stat in an editable format. This opens an interface that contains various configuration sections, including Basic, Datasource, Multiple Graph Setting, Design, and Report Setting.

In these sections, you can modify the stat’s name, description, data source, graphical style, access groups, filter conditions, and design attributes.

If you're unsure how to use these configuration fields, refer to the article on adding new charts or graphs in the dashboard for a detailed explanation.

Once you're satisfied with the changes, you can either preview the updated stat using the Preview button or save it permanently by clicking Submit.

Step 2: Duplicating a Stat from the Dashboard

Sometimes, you might want to create a new stat using the same format and settings as an existing one.

To do this, hover over the stat and click the clipboard icon that appears. This action will duplicate the stat and open it in an editable form.

You can now make the necessary modifications, such as changing the name, adjusting the data source, or altering the graph type, to suit your new requirements.

Once the adjustments are complete, simply click on the Submit button to add the new statistic to your dashboard.

Step 3: Editing a Specific Graph or Chart

Graphs or charts within the dashboard can also be edited directly. Hover over any existing chart until the pencil icon becomes visible, then click on it.

This will open the graph’s configuration interface, where you can update fields such as the graph type, connected data view, filters, sorting order, design format, and more.

You also have access to options like adding custom JavaScript or adjusting color gradients to tailor the graph’s appearance and functionality.

Once changes are made, click on the Preview button to check how the updated graph will appear, and then click Submit to save the changes.

Step 4: Duplicating a Graph or Chart

If you'd like to create a new graph based on an existing one with slight modifications, you can hover over the chart and click on the clipboard icon.

This action opens a copy of the chart in an editable mode. You can now change any part of the chart configuration without affecting the original.

Whether it’s a different data set, layout, or visual treatment, the duplicated chart will act as an entirely new entry once you click on the Submit button.

Conclusion

That’s it!

You’ve now successfully learned how to edit and copy existing stats menus and graphs from the dashboard in uKnowva.

By following this process, you ensure your dashboards remain up-to-date, relevant, and tailored to your organization’s evolving data needs.

The ability to duplicate charts also streamlines repetitive configuration work, while the export options enable smooth sharing and documentation.

These capabilities contribute to more efficient decision-making and better data visualization.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..